Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47913.98 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46519.03 Kr¶
PnL: ---------------------------------------> -369.54 Kr¶
DD now: ---------------------------------> -1.472 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 13:07:39.432479'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.980000 | 3239.600000 | 268.600000 | 9.040000 | 2971.000006 |
| HEBA B | 70 | 2.800000 | 2831.500000 | 195.500000 | 7.420000 | 2636.000010 |
| Corem Property Group B | 59 | 1.060000 | 620.090000 | 43.090000 | 7.470000 | 576.999999 |
| AcadeMedia | 12 | 0.730000 | 597.600000 | 40.600000 | 7.290000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.020000 | 392.100000 | 37.100000 | 10.450000 | 355.000000 |
| MedCap | 2 | 2.920000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| Boozt | 12 | -0.070000 | 1684.800000 | 30.800000 | 1.860000 | 1653.999996 |
| HMS Networks | 2 | 2.750000 | 703.600000 | 30.600000 | 4.550000 | 673.000000 |
| Resurs Holding | 22 | -0.480000 | 598.180000 | 24.180000 | 4.210000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| OEM International B | 7 | 0.900000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Intrum | 4 | 1.900000 | 546.200000 | 19.200000 | 3.640000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| SAAB B | 8 | -1.400000 | 3392.000000 | 15.000000 | 0.440000 | 3377.000000 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | 1.870000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| CTEK | 13 | 1.320000 | 537.030000 | 3.030000 | 0.570000 | 533.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Swedbank A | 3 | -0.240000 | 565.950000 | 1.950000 | 0.350000 | 564.000000 |
| Securitas B | 6 | 1.320000 | 571.440000 | 1.440000 | 0.250000 | 570.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.690000 | 245.040000 | -0.960000 | -0.390000 | 246.000000 |
| Handelsbanken A | 5 | 0.000000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | 3.370000 | 578.970000 | -4.030000 | -0.690000 | 582.999984 |
| Essity B | 2 | -2.080000 | 565.400000 | -8.600000 | -1.500000 | 574.000000 |
| Nordea Bank Abp | 29 | -0.180000 | 3442.300000 | -11.700000 | -0.340000 | 3453.999992 |
| Essity A | 4 | -1.740000 | 1130.000000 | -19.000000 | -1.650000 | 1149.000000 |
| International Petroleum Corp. | 5 | 3.010000 | 564.500000 | -30.070000 | -5.060000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.640000 | 3818.500000 | -31.500000 | -0.820000 | 3850.000000 |
| Vivesto | 1368 | -2.850000 | 540.630000 | -72.370000 | -11.810000 | 612.999432 |
| Axfood | 13 | 0.280000 | 3671.200000 | -84.800000 | -2.260000 | 3756.000001 |
| OX2 | 18 | -0.680000 | 1439.100000 | -224.900000 | -13.520000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 2.350000 | 2948.400000 | -413.600000 | -12.300000 | 3361.999992 |
| TOTAL | 46519.030000 | -369.540000 | -1.47216% | 46888.564618 |
Updated:¶
'2023-01-23 13:07:51.952223'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
